Roth Financial Group, Merritt Island, Florida

Newsletters

Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Disability Income Insurance

How much Disability Income Insurance do you need?